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July 27, 2021

A Legacy That Lasts

Many of my clients find it very rewarding to give to their favorite charities while they are alive. Not only do the non-profit organizations greatly appreciate the year-to-year cash flow that it provides, but I can tell that my clients enjoy getting to see the impact that their donation makes. As an advisor, my goal is to help my clients achieve their charitable goals in the most tax efficient way possible.